Tpg Financial Advisors, LLC Portfolio Holdings
Tpg Financial Advisors, LLC
- $240 Million
- Q2 2025
Tpg Financial Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $240 Million distributed in 66 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $18.8M, Spdr Portfolio S&P 500 Value E with a value of $17M, Spdr Portfolio with a value of $16M, Ishares Barclays with a value of $13.4M, and Spdr Portfolio S&P 600 Small C with a value of $12.4M.
Examining the 13F form we can see an increase of $13.9M in the current position value, from $226M to 240M.
Below you can find more details about Tpg Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$240 Million
ETFs: $206 Million
Technology: $8.44 Million
Consumer Cyclical: $1.97 Million
Financial Services: $1.89 Million
Industrials: $1.01 Million
Communication Services: $974,000
Consumer Defensive: $512,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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